Equity Market Outlook – Jan 2020
In this video, Harshad gives us his outlook on the Indian Equity market.
- This Year 2020 should be pretty good for equities particularly for the broader markets.
- Global environment for equity is particularly for emerging markets like India should be good.
- Earnings growth for large companies like NIFTY companies is likely to grow in early terms.
- Clearly financials particularly Corporate Banks would lead this kind of Earnings Growth.
- Mid-caps and small-caps to outperform large caps in 2020.
- We are overweight on corporate banks, Ferrous metals, Telecoms & Industrial.
- For Investors with risk appetite, this is a good time to build exposure in mid-caps and small caps.
Meet the Speaker
Mr. Harshad Patwardhan
CIO – Equities
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